Profile

Mission: Manage your financial data so you can focus on your business and personal priorities.

General Services:

  • Consulting
  • Accounting
  • Tax preparation
  • Compliance

Clients:

Non Profit Organizations

  • System evaluation and integration: accounting, grant accounting, payables, payroll, document management, donor management and development, compliance
  • Accounting: cloud-based, designed for non-profit compliance; clean-up work and long-term full-charge including payroll
  • Financial Statements: monthly/annual closeouts; reporting and analysis to management, board, grantors.
  • Audits: Coordinate with your auditing firm to make your audits a breeze
  • Prepare and e-file 990
  • Compliance work: sales tax, solicitation licenses, insurances

Service Firms

  • System evaluation and integration: accounting, receivables and payables management, payroll, document management, compliance
  • Accounting: cloud-based, designed for specific management and tax needs; clean-up work and long-term full-charge including payroll
  • Financial Statements: monthly/annual closeouts; reporting and analysis to clients
  • Prepare financials for tax return work
  • Prepare and e-file S-corp or partnership tax returns
  • Prepare data for Schedule C
  • Compliance work: sales tax, insurances

Retail, Manufacturing, Construction

We are not taking clients in these industries, but may be able to refer you elsewhere.

Individuals

  • Evaluate current tax situation to provide opportunities to improve
  • Inform client of tax impact of various decisions related to S-corp or partnerships distributions, sole proprietor financial management, and rental income options
  • Guide client in proper accounting to maximize business deductions
  • Prepare tax returns, estimated tax vouchers, amended tax returns
  • Serve as representative to the IRS or state in questions or disputes

Staff Profiles

Rebecca Mattson, BSE, MBA, EA
Enrolled Agent
QuickBooks Online Certified Advanced ProAdvisor
Accounting: Becky@wpbsllc.com
Tax Preparation: Office@MattsonTax.com
Direct Cell: 248-672-3014

Education:

  • Enrolled Agent
  • Masters in Business Administration, University of Michigan
  • BSE in Industrial Engineering, University of Michigan
  • QuickBooks Online Certified Advanced ProAdvisor
  • IRS Authorized to E-file and Practice before the IRS
  • Continuing Education Hours in Accounting, Software, and IRS and State of Michigan Regulations

Non-Profit Board Experience:

  • Student Government
  • Church
  • Sports Clubs
  • Scout Troop
  • Performing Arts School

Work Experience:

  • Owner of White Pine Business Services, LLC since 2017
  • Accounting for Non-Profits
  • Fee and tuition-supported
  • Contribution-supported
  • Accounting for Service Industries
  • Accounting Staff in Manufacturing
  • Manufacturing: Production, Quality Control
  • Computer System Implementation
  • Multi-Level Marketing Small Business Owner
  • Hospitality Management
  • Homeschool Education & Consulting